{"id":808,"date":"2019-07-26T11:41:38","date_gmt":"2019-07-26T10:41:38","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=808"},"modified":"2024-08-05T15:14:04","modified_gmt":"2024-08-05T14:14:04","slug":"the-matter-history-audit","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/the-matter-history-audit\/","title":{"rendered":"The Matter History Audit"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through performing a matter history audit<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey Approach allows you to view a full audit trail for your Matter History. This way you will be able to see which of your users has checked out or deleted a document, as well as any other actions which may have been performed.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the Matter History Audit<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Supervisor &gt; Case Management Setup &gt; Matter History &gt; Audit.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"803\" height=\"461\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-345.png\" alt=\"\" class=\"wp-image-67002\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-345.png 803w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-345-300x172.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-345-768x441.png 768w\" sizes=\"auto, (max-width: 803px) 100vw, 803px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The audit will now appear, displaying all actions taken when using the Matter History.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Viewing the Matter History Audit<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The main actions include deleting, checking in, checking out and adding a new document, however other actions are also recorded.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-346-1024x543.png\" alt=\"\" class=\"wp-image-67003\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-346-1024x543.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-346-300x159.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-346-768x407.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-346.png 1263w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">You are also able to select the Configure Grid icon at the top right of the audit table to add a filter row.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"374\" height=\"501\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-347.png\" alt=\"\" class=\"wp-image-67004\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-347.png 374w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-347-224x300.png 224w\" sizes=\"auto, (max-width: 374px) 100vw, 374px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"h2 wp-block-paragraph\">Exporting the Matter History Audit<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can export the results into a spreadsheet if you wish.<br>Simply click on Export and then choose either XLSX or CSV.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"267\" height=\"225\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-349.png\" alt=\"\" class=\"wp-image-67006\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Osprey Approach allows you to view a full audit trail for your Matter History. This way you will be able to see which of your users has checked out or deleted a document, as well as any other actions which may have been performed.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","categories":[236],"tags":[],"class_list":["post-808","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Matter History Audit | Configure Osprey | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"A how-to guide for producing the Matter History Audit.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/the-matter-history-audit\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Matter History Audit | Configure Osprey | Osprey Academy - Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"A how-to guide for producing the Matter History Audit.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/the-matter-history-audit\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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